From Dow Jones & Company:



1. The difficulty of making semiconductor chips smaller is increasing both technically and financially, leading to a shift in the fight for chip tech supremacy towards packaging chips together to improve performance.

2. The rise of artificial intelligence is expected to drive demand for advanced packaging technologies, creating opportunities for challengers like China to compensate for weaknesses in other parts of the supply chain.

3. As the semiconductor industry continues to evolve, the focus on advanced packaging technologies and the potential for new challengers to enter the market will be key factors to watch for investors and industry players.



Read more: The Chip Wars Are Metastasizing